Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RCF
6051
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 10.2% 38.6% 6
DC
6052
Darrow Company
Massachusetts
$130M +$16.1M +14% 8.23% 35.1% 40
VBWMG
6053
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 10.6% 60.5% 70
JPC
6054
Jabodon PT Co
Nevada
$130M +$67.9M +109% 9.93% 41.4% 4
CIM
6055
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 18.1% 165% 38
EA
6056
Echo45 Advisors
California
$130M +$12M +10% 7.63% 37% 48
CCG
6057
Catalina Capital Group
California
$130M – – 7.71% – 174
FPW
6058
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 10.8% 51.3% 83
PWA
6059
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 8.7% 21.9% 72
PPA
6060
Painted Porch Advisors
California
$130M – – 7.88% – 49
PMAM
6061
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 6.53% 35.8% 92
BFM
6062
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 10.4% 42% 40
ALWM
6063
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 10.8% 45.6% 29
WWM
6064
Westwood Wealth Management
California
$130M +$1.84M +1% 18.2% 309% 38
FWP
6065
Family Wealth Partners
North Carolina
$130M – – 7.34% – 40
FRA
6066
FFG Retirement Advisors
Colorado
$129M +$8.89M +7% 8% – 47
APC
6067
Asset Planning Corporation
Tennessee
$129M -$537K -0.4% 9.02% 30.4% 43
FHC
6068
Fort Henry Capital
West Virginia
$129M +$12.4M +11% 9.36% 25.3% 15
KFP
6069
Keener Financial Planning
Texas
$129M – – 11% – 185
LAM
6070
LifePro Asset Management
California
$129M +$8.03M +7% 7.07% 49% 121
MWVC
6071
Morgens Waterfall Vintiadis & Co
New York
$129M +$5.81M +5% 14.1% 568% 33
PJWM
6072
Philip James Wealth Mangement
Georgia
$129M – – 7.23% – 74
MFG
6073
Mainsail Financial Group
Washington
$129M +$18.8M +17% 9.99% – 52
SF
6074
SWP Financial
California
$129M – – 9.69% – 44
SGWM
6075
Sterling Group Wealth Management
California
$129M +$23M +22% 10.9% – 55
241 242
243
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